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Breakwater Financial Logo
Breakwater Financial CB Rank
2069732
Heat Score
41
Breakwater Financial specializes in offering a complete range of investment management, financial planning, and cloud storage solutions.
Founded
obfuscation
Private Needham, Massachusetts, United States1-10 breakwaterfinancial.com/
Consulting
Financial Services
Personal Finance
Overview

Breakwater Financial
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Breakwater Financial

CB Rank
2069732
Breakwater Financial specializes in offering a complete range of investment management, financial planning, and cloud storage solutions.
Founded
obfuscation
Private Needham, Massachusetts, United States1-10 breakwaterfinancial.com/
Consulting
Financial Services
Personal Finance

Key People

Details

Legal Name Breakwater Financial LLC
Operating Status Active
Company Type For Profit
Founders  Abe Ringer
Phone Number +1 617-849-8019
Contact Email info@breakwaterfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Hourly Financial Planning
Provides financial planning advice billed on an hourly basis, allowing clients to pay only for the time they use.
Monthly Fixed Fee Financial Planning
Offers ongoing financial planning services for a fixed monthly fee, providing regular support and advice.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

75
-15.73%
 in past month

IT Spend

$108.2KThis year, Breakwater Financial is projected to spend $108.2K on IT, according to Aberdeen.

Actively Used Products

14Breakwater Financial uses 14 technology products and services including HTML5, Lightbox, and  Vimeo, according to G2 Stack.

Active Website Tech Count

2Breakwater Financial is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Breakwater Financial's headquarters? Breakwater Financial is located in Needham, Massachusetts, United States.Who are Breakwater Financial's competitors? Alternatives and possible competitors to Breakwater Financial may include LionsBridge Wealth Management, Sachetta & Callahan, and  Trivett Wealth Management.
Who We Are
What We Do
Helpful Links
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